# HawkSoft CMS Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is HawkSoft CMS the right Insurance solution for you? Explore 64 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/79412/HawkSoft-CMS/reviews --- HawkSoft CMS 4.5 (64) [View alternatives](https://www.capterra.com/p/79412/HawkSoft-CMS/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 13th, 2025 # Reviews of HawkSoft CMS Ease of use 4.3 Customer Service 4.6 ## Pros and Cons in Reviews JB James B PresidentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “The program is amazing, it works for our commercial, personal lines and they are growing with partners that help us automate.“ May 25, 2022 Preston B Support TechnicianInsurance, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “Also logon for HawkSoft CMS and Parallels was completely seperate so that made it confusing for our users at times.“ July 29, 2021 GF Gretchen F CSRInsurance, 11 - 50 employeesUsed the software for: 1-2 years. “Hawksoft makes it easy to find clients and manage other items the clients need all in one place and is user friendly.“ October 18, 2022 Billy S OwnerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Lots of features are missing and are added based on fees.“ May 31, 2021 TC Tannya C mgrInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “Overall, Hawksoft is a good client management system“ December 12, 2023 MW Michael W Agent & ManagerInsurance, 11 - 50 employeesUsed the software for: 1-2 years. “It is a constant battle and with what we do and how important the system is to our minute by minute workflow, the instability kills this product for us.“ July 24, 2020 Billy S OwnerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Accessing to customer files and notes on the fly makes handing customers easy.“ May 31, 2021 MW Michael W Agent & ManagerInsurance, 11 - 50 employeesUsed the software for: 1-2 years. “Notes entered can be dropped/lost without notice with relative frequency, and when notes are absolutely essential to what we do, well, simply put, that cannot happen.“ July 24, 2020 ## Showing most helpful reviews Showing 1-25 of 64 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Greg L. Agency Admin Insurance Used the software for: 2+ years ### "Hawksoft Review - The agencies future system." January 20, 2025 5.0 We have been with Hawksoft since 2019 and it has been amazing to help us with our retention for client files and documents as well as a sales portal to keep up with prospecting and sales pipeline. Pros The multi feature use for accessing client files and also being able to report from that information! Cons Some of the tasks are still on a single clear feature and not a batch feature. Alternatives considered [Better Agency](https://www.capterra.com/p/211611/Better-Agency/)[EZLynx](https://www.capterra.com/p/102928/EZLynx/) Reason for choosing HawkSoft CMS More integrations and more tools at our disposal as we were going independent! Review Source Response from HawkSoft January 21, 2025 Thank you for the positive review! We appreciate the feedback on tasks. We are continuing to improve the platform and are happy you are a member of the HawkSoft family. Please don't hesitate to reach out to us if you have any further questions. Thanks again! AM Alondra M. Insurance Agent Insurance Used the software for: 1-2 years ### "Honest Review as Daily user" July 28, 2025 5.0 Hawksoft is my main program needed to do any work for our clients and it safely stores and organizes payments and documents provided for our plocies. Pros Working with over 50 companies it makes accessing client customer ID's easily to find to make payments and keep track of any changes done to policies. Cons Hawksoft makes it easy for us to manage all of our companies without it unfortunately it makes my job alot harder and adds in a million extra steps I am not trying due to. I effeciently can manage my time cutting down work. Review Source Response from HawkSoft July 30, 2025 Thank you for the kind review. We're so happy to hear that HawkSoft allows for you to easily manage your day-to-day workflows. Please don't hesitate to reach out if you have any questions! MW Michael W. Agent & Manager Insurance Used the software for: 1-2 years ### "Unstable/Constant Issues, but Good when it works" July 24, 2020 2.0 When the system works, it is fine, but it errors about once a week. It is a constant battle and with what we do and how important the system is to our minute by minute workflow, the instability kills this product for us. Knowing this now, I would have opted for a different program/company. You simply can't trust that it will be there all the time for your company, or that work you do won't just be lost at random. Pros The ability to drag and drop was a step up from our previous, not much else, perhaps some of the interactivity and organization of the tasks. Cons Notes entered can be dropped/lost without notice with relative frequency, and when notes are absolutely essential to what we do, well, simply put, that cannot happen. Review Source Response from HawkSoft August 6, 2020 Thank you for sharing your concerns, Michael. The recent connectivity issues you experienced are due to load-balancing problems on one of our servers. It affected only those agencies whose data is hosted on that server, but we understand the frustration caused by the loss of productivity and disruption to your business, as well as the impact that trickles through to policyholders who trust your agency for timely service. The connectivity issues lasted for nearly half the day for most agencies in that region. We trust that your agency is now back up and running. We value you as a customer, Michael, and we want to understand all of your concerns as fully as possible. Please don't hesitate to reach out to support@hawksoft.com if you would like to discuss your experience further. While we can't promise that there will never be disruptions to service, we can promise that we'll leave no stone unturned to make it right for you and your agency when there is a disruption. Rebecca D. Processor and CSR Insurance Used the software for: 2+ years ### "Economical, user-friendly agency management" January 8, 2019 4.0 Hawksoft is economical and offers great growth opportunity for the agency. Their support is knowledgeable and quick. They work well even with our outside tech support company. We are able to efficiently maintain our database and our employees can easily navigate the system making them more productive. Pros Intuitive - easy to use. Adding functionality frequently. Allows many windows open at once in case we get client calls one after another. Economical - much better pricing than most other products. Lots of reporting options that help us keep on top of many agency aspects from sales to retention, to the flow of business. Several opportunities to connect and learn annually with the conventions they offer around the country. Great learning sessions in each - highly recommend attending conventions. Cons Slower-than-desired rollout of integrated texting that our clients want. Software doesn't do quite as good of a job of exporting to multi-raters (EZLynx in particular) as I'd hope. Some of the things I would expect to match up do not and we have to adjust them manually. There are a few things (like vehicle types or branded titles) that we can't run reports on. Review Source Pramod N. Business Analyst Insurance Used the software for: 2+ years ### "HawkSoft - Agency's best companion" October 12, 2018 5.0 We have used many AMS like AMS360, EzApps, etc for different agencies, but HawkSoft is the BEST. It stands up from crowd and it provides something which no other AMS could provide, PEACE of MIND. We know our data is safe in hands of HawkSoft. Pros HawkSoft is best all-in-one solution for small & growing agency as well as well established agency. It can maintain & manage data for thousands of customers without breaking a sweat. Very fluid, modern interface which is very easy to learn and use, loads of customization, complete control over your data and robust performance are plus points of this AMS. Also if you are new user, help is in abundance and available at your fingertips. Their integration with Raters and carriers is time saver. Cons Only thing I didn't like about HawkSoft is that their training course (HawkSoft University) are very expensive and provides very generic knowledge for the fees they charge. Review Source Dan S. Owner Insurance Used the software for: 2+ years ### "A True Partner" August 24, 2018 5.0 While at national user group conference, agency owner to founder of HawkSoft "I wish we could do this in HawkSoft." Founder of HawkSoft "I like it!" - to his development guys in the room "Figure out how we are going to do that because it's gonna happen!" They listen and respond. Awesome company to be partnered with!!! Pros The most responsive agency management system system I have ever been exposed to! They truly care about their agency partners - our needs and desires! Cons I'm actually struggling with finding something I don't like about HawkSoft. It is taking a long time for them to open up their API, but I know they are begin very diligent and purposeful about it and that I can appreciate! Review Source Ryan M. Insurance Agent Insurance Used the software for: 2+ years ### "Amazing way to keep track of and list your clients data in one place." April 4, 2018 5.0 Amazing program and awesome support staff when needed. Pros This program is very robust. We keep track of all of our client data, signature forms, photos, etc. all within this program. I highly recommend this program to any Insurance or Office Agency. Cons The only thing that I don't like is that you are very limited to what you can customize for individual use. Meaning, every producer in our office likes to set things up to their own systems and color schemes. Although you can do this to an extent, it would be nice if you could do more. Review Source SR Sagar R. Subject Matter Expert Insurance Used the software for: 2+ years ### "Best Agency Management System Ever" September 17, 2018 5.0 We are storing and maintaining over 1000 customers in HawkSoft, seamlessly and effortlessly. Fetching customer info, updating data, printing documents/certificates is piece of cake in HakwSoft. Every agency must have this system. Pros I have been using HawkSoft CMS since 2008 for the agency I work with. System was fantastic to start with even in 2008, but it kept evolving every year with new features and turned into THE BEST system I ever came across. It has all the bells and whistles one could wish for from such type of systems. Easy of use, help on the every click and integration with other carriers, rating websites makes this system perfect solution. I am not an insurance agent, however I could master it within just few days of use. Cons None. Its just perfect. HawkSoft people already keep adding new features, improving, fixing it to the system which is already perfect. Review Source Rick V. Principal Insurance Used the software for: 2+ years ### "Hawksoft is the choice for the future." August 26, 2018 5.0 Revenue per employee continues to soar. I am more in touch with the characteristics of my book of business than most agents. Pros How they continue to innovate. It gets better and better every quarter... or better. Cons That they have not take time to link up with a third party mobile app vendor. The have neglected the API. Review Source AG Anthony G. Customer Service Representative Insurance Used the software for: 2+ years ### "Hawksoft Rocks" August 24, 2018 5.0 Overall I have had a very positive experience using Hawksoft. Should I ever run into an issue, I call support and the issue is taken care of. Top notch tech support and customer service. Pros The ease with whitch we can log calls and transactions with clients, and how easy it is to track a clients history with us. Cons I cant think of any at this time, I have had nothing but a positive experience Review Source MB Michelle B. Assistant Account Manager Insurance Used the software for: 2+ years ### "HawkSoft CMS" September 6, 2019 5.0 We have had a good experience with their customer services. They are always happy to help with any issue that pops up for us. Pros HawkSoft CMS is easy to use for the tasks I have to do daily for my position and allows me to multitask. Cons Some of the features could be developed a little more. We like to run a lot of reports and HawkSoft CMS struggles with that sometimes. Review Source CH Charles H. Vice President Insurance Used the software for: 2+ years ### "So great to be out of Applied Systems hell!" February 1, 2019 5.0 CMS allowed me to discontinue my scanning software. It's easy to use. Training new hires is a snap. The customer service is first rate and very friendly. All that and the price is great! After years of being gouged by Applied, I'm so happy to have found CMS. Raving fan. Pros So easy to use. Integrated document management. Download service at no extra cost. Cons I would like two things: The ability to mark up scans with notes, etc.. and OCR ability on scans. I miss the powerful OCR ability of docStar, my prior scanning solution. Review Source GV Gabe V. Agency Owner Insurance Used the software for: 2+ years ### "Great Company & Product" August 30, 2018 5.0 The customer service is awesome! If we ever have an issue (rare), they respond quickly and efficiently to resolving the problem. They really know how to communicate with their customers in a respectful but friendly manner. Pros This software is vary easy to use and has a ton of features that are vary useful for day to day operations . The customer service is absolutely the best. Cons It takes a bit of time to fully learn all the features it has to offer. Review Source vG vivian G. CSR Insurance Used the software for: 1-2 years ### "HAWKSOFT" September 17, 2019 5.0 I am able to find clients very easy and update information Pros its very simple to follow and use, i love it ITS EASY TO FOLLOW, I WOULD RECOMMEND THIS SOFTWARE TO ALL COMPANIES Cons no complaints so far very simple to use I HAVE NOT HAD ANY ISSUES AT ALL EASY ONLY PROBLEM IS THAT NOT EVERY COMPANY USES IT. Review Source TB Teela B. Account Mananger Used the software for: 1-2 years ### "Very functional Client Management system " April 18, 2018 4.0 Pros I like how everything is organized in HS. It is very easy on the eyes and user friendly. The reports generator is quick. Creating accord forms is fast. The program is simple and doesn't have too many features that would make using it complicated. Cons There are not a lot of insurance carriers that download to this system. Plus the carriers that do only download information and not the actual carrier documents. Review Source VV Vicky V. Office Manager Insurance Used the software for: 2+ years ### "excellent software" August 27, 2018 5.0 Pros Hawksoft is very user friendly. The staff is always working to get agents requests finished to make the software fit our every need. Customer service is outstanding!! Cons I have no cons for Hawksoft Software at this time Review Source CM Carole M. Administrator Insurance Used the software for: 2+ years ### "Hawksoft" August 24, 2018 1.0 Pros The many features it offers & how complete it is Cons Nothing really, it does the job! It is a bit hard to add company information into the "gear" Review Source MC Marisa C. Admin Used the software for: 2+ years ### "Agency management system " May 31, 2018 3.0 Pros This software program is all web based and is a great place to keep all our clients information, including personal and policy info. Cons This software program has many glitches that are very important when it comes to the field we are in. It can be down as well without advising the customers. Review Source VJ Viktoriya J. Account Manager Insurance Used the software for: 6-12 months ### "Very User Friendly" November 20, 2018 5.0 Pros I am able to navigate the software with ease. I leared how to use it very quickly and highly recommend it to any one who needs to keep track of lots of accounts. Cons Every now and then it will just close the window and a few seconds to a minute later it will pop back up right where you left off. Review Source GP George P. Used the software for: ### "HawkSoft delivers a perfect user experience!" April 17, 2017 5.0 Our agency has been a HawkSoft user since 2008. We made the move from a prior system as it was no longer meeting our needs and the support costs were getting out of control. HawkSoft offered an innovative and affordable solution to this issue and since being with them, they have been a superior partner in adapting to emerging technology and taking user suggestions to improve the product. Simply, it is one of the best business decisions our agency has ever made. Review Source MW Mike W. Owner Used the software for: ### "Love Hawksoft" September 25, 2013 5.0 I have used Hawksoft for over a year and totally love it. I am a mostly commercial agency and use download. The system works great for issuing certificates. I no longer had issuing certificates! I can issue a cert in less than a minute! I use the online version and have found it to work great. We can even access with a mobile device easily. I can even issue a cert from by tablet!!! Hope they don't get bought out by Applied or AMS as I am sure they would like to eliminate this competition! Review Source RD Riley D. Insurance Agent Used the software for: 6-12 months ### "We used Hawk Soft in the past at my agency" April 18, 2018 5.0 Pros Hawk Soft keeps tons of information and is fairly easy to navigate, even when you need files from years ago. Cons There are way too many tabs for different things that makes searching for something specific difficult. Review Source PA Paulette A. Agency Sales Manager Insurance Used the software for: 1-2 years ### "Using Hawksoft for our Agency Management System" August 24, 2018 4.0 Overall, Hawksoft management and the development team are wonderful to work with and receptive to what an agency needs. There are many features that enable us to save time when handling our clients. The direct links that can be set up to company websites is a great help. Agency Intelligence gives a quick snapshot of the book of business so you can see where to focus your cross selling attempts. Pros Having only used Hawksoft for a little more than a year, it is still a "work in progress". The support staff is wonderful whenever you have to call in to ask a question. There are many wonderful features that are very user friendly and time saving, such as the "hot keys", "external links", and other quick features on the task bar. I really like using the "virtual printer" which makes it very easy to attach a document so it doesn't have to be printed and scanned. The drag & drop feature is also very convenient. The "help" feature and all of the training guides give you step by step processes to follow, so "self-training" is easy as well. Management is delightful to work with and very receptive to agency needs. It integrates with our emailing system well. Cons These are the things that could assist running an agency smoother: Reports could be easier to use. It would be nice if you could "drill down" commission reports more specifically like you can production reports. Also, the commercial book of business is skewed because when tax & fees are added to the premium it looks like there is more premium than there actually is. Commercial lines could be easier to navigate through. It is not as user friendly for life & health and there is no category to segment "Group Benefits". It's all lumped under "other". Commission Reports for Life & Health are difficult to reconcile for various reasons. We chose Hawksoft because we were told that every line of business could be combined into 1 management system (except for investments of course) and that is not as simple as it sounds. There are challenges. Integrating with a rater would be wonderful for personal lines. A pet peave of the agency principle is that you have to click too many things to get out of something. Agency billing & invoicing is a challenge at times. Review Source VR Verified Reviewer Owner Insurance Used the software for: 2+ years ### "Feature rich but high learning curve" May 31, 2021 5.0 It’s a great product and one that keeps my workflow moving. Pros Accessing to customer files and notes on the fly makes handing customers easy. Keeping notes up to date is essential to making sure that clients are handled on time and according to client requests. Cons Lots of features are missing and are added based on fees. So what you may think is included, isn’t, and you’ll get charged monthly for it. Review Source Response from HawkSoft June 1, 2021 Thanks for leaving such a great review of HawkSoft! In response to your comment on fees, HawkSoft includes all the core management features you need to run your agency (including reports and dashboards, batch email marketing, accounting workflows, our mobile-friendly Agent Portal, and more) at one price, rather than using pricing tiers. We do also offer add-on features for agencies looking to customize their insurance technology stack, such as our e-Signature solution, Managed Accounting Services, and API integrations for marketing automation, review management, and much more. In our eyes, an agency should have all necessary agency management features included at one flat rate, with the ability to customize their technology stack as their agency grows and their needs evolve. We don't want to build those customization costs into the price when not all agencies will need those features. JB James B. President Insurance Used the software for: 2+ years ### "Love Hawksoft" May 25, 2022 5.0 I switched from one of the big two and the only regret I have is not switching sooner. Current reports do not do historical changes currently. Pros The customer service is the most important part of hawksoft. They make you part of the family. It is an amazing family. The program is amazing, it works for our commercial, personal lines and they are growing with partners that help us automate. Cons They were amazing to transfer data. The software is not perfect, but it has been amazing and we love it. Alternatives considered [Nexsure Insurance Platform](https://www.capterra.com/p/119445/Nexsure-Agency-Management/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing HawkSoft CMS Attitude of company. Switched from [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) Vertafore attitude Review Source Response from HawkSoft May 27, 2022 Thank you for the heartfelt review. We're glad you feel like part of the family at HawkSoft - that means we've done our job! Similar Products Featured ## Related categories [Insurance](https://www.capterra.com/insurance-agency-software/)